Customer Support Jobs at Kestra Financial with Visa Sponsorship
Customer Support roles at Kestra Financial sit at the intersection of financial services operations and client relationship management, requiring professionals who understand complex advisory platforms. Kestra has a track record of sponsoring employment-based Green Cards for qualified support professionals, making it a viable path for international candidates.
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Get Access To All JobsINTRODUCTION
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact.
At Kestra Financial, we don’t just support financial advisors—we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. If you’re someone who shows up to serve, thrives in a team-first culture, and takes pride in making things happen, we want to meet you. We’re hiring a Client Service Associate to join our high-performing Concierge team—a group known for turning service into partnership. This is more than a support role; it’s a launchpad for professionals who want to grow their careers while making a real impact.
ROLE AND RESPONSIBILITIES
What You’ll Do:
- Be the first point of contact for advisors, staff, and clients—delivering proactive, high-touch service with professionalism and care.
- Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset.
- Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes.
- Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape.
- Document interactions in Salesforce to ensure clarity, consistency, and follow-through.
BASIC QUALIFICATIONS
What You Bring:
- 2+ years of experience in client service within financial services, banking, or operations
- Strong judgment and discretion in navigating complex client needs.
- A proactive, solution-oriented mindset with a passion for delivering value.
- Excellent written and verbal communication skills.
- Ability to build trust and rapport in a fast-paced, professional environment.
- SIE and Series 7 required (or obtained within 6 months of employment)
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
PREFERRED QUALIFICATIONS
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
INTRODUCTION
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact.
At Kestra Financial, we don’t just support financial advisors—we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. If you’re someone who shows up to serve, thrives in a team-first culture, and takes pride in making things happen, we want to meet you. We’re hiring a Client Service Associate to join our high-performing Concierge team—a group known for turning service into partnership. This is more than a support role; it’s a launchpad for professionals who want to grow their careers while making a real impact.
ROLE AND RESPONSIBILITIES
What You’ll Do:
- Be the first point of contact for advisors, staff, and clients—delivering proactive, high-touch service with professionalism and care.
- Own the experience from start to finish, resolving a wide range of service requests with sound judgment and a solutions-first mindset.
- Navigate complex or ambiguous situations with confidence, collaborating across departments to deliver timely, tailored outcomes.
- Help advisors and clients confidently use platforms like AdvisorComplete and Wealthscape.
- Document interactions in Salesforce to ensure clarity, consistency, and follow-through.
BASIC QUALIFICATIONS
What You Bring:
- 2+ years of experience in client service within financial services, banking, or operations
- Strong judgment and discretion in navigating complex client needs.
- A proactive, solution-oriented mindset with a passion for delivering value.
- Excellent written and verbal communication skills.
- Ability to build trust and rapport in a fast-paced, professional environment.
- SIE and Series 7 required (or obtained within 6 months of employment)
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
PREFERRED QUALIFICATIONS
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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Get Access To All JobsTips for Finding Customer Support Jobs at Kestra Financial Jobs
Frame your financial services credentials clearly
Kestra operates within the independent wealth management space, so Customer Support roles favor candidates with securities operations or broker-dealer experience. Highlight FINRA Series licenses, CRM platform proficiency, and any RIA client-servicing background before you apply.
Target Kestra's advisor-facing support openings specifically
Kestra's Customer Support function primarily serves independent financial advisors, not retail consumers. Search for roles tied to advisor onboarding, transitions, or platform support rather than general customer service titles to find positions more likely to justify sponsorship.
Understand EB-2 and EB-3 as your realistic pathways
Kestra's sponsorship history sits in the employment-based Green Card categories. EB-3 is the more common path for support roles, while EB-2 requires demonstrating advanced degree equivalency. PERM labor certification will be required before your I-140 petition can be filed.
Ask about sponsorship intent during the offer stage
Holding companies like Kestra often route sponsorship decisions through corporate HR rather than hiring managers. Raise the Green Card sponsorship question directly when you receive a written offer, not during initial interviews, to get a clearer answer from the right decision-maker.
Account for PERM timing in your work authorization plan
The PERM labor certification process under DOL typically takes 12 to 18 months before USCIS even receives your I-140. If your current visa has a near-term expiration, confirm Kestra is willing to bridge your status with an H-1B transfer or other nonimmigrant status during that window.
Use Migrate Mate to surface Kestra's active openings
Kestra posts Customer Support roles across multiple channels and hiring cycles. Use Migrate Mate to filter specifically for Kestra Financial positions that have a sponsorship history, so you're applying to roles where the company has already demonstrated willingness to sponsor international hires.
Customer Support at Kestra Financial jobs are hiring across the US. Find yours.
Find Customer Support at Kestra Financial JobsFrequently Asked Questions
Does Kestra Financial sponsor H-1B visas for Customer Supports?
Kestra Financial's documented sponsorship activity for Customer Support roles has been in the employment-based Green Card categories, specifically EB-2 and EB-3, rather than H-1B. That doesn't mean H-1B transfers are categorically off the table, but candidates should expect Green Card sponsorship to be the primary conversation and should confirm H-1B willingness directly with Kestra's HR team during the offer process.
Which visa types are commonly used for Customer Support roles at Kestra Financial?
For Customer Support positions, Kestra Financial has sponsored employment-based Green Cards through the EB-2 and EB-3 preference categories. EB-3 is typically the more accessible route for support professionals, requiring a bachelor's degree or qualifying work experience. Both pathways require PERM labor certification through the Department of Labor before USCIS adjudicates the immigrant petition.
What qualifications or experience does Kestra Financial expect for Customer Support roles?
Kestra's Customer Support function centers on serving independent financial advisors, so the strongest candidates have a background in broker-dealer operations, RIA platform support, or financial services client relations. Familiarity with wealth management technology platforms and FINRA licensing, such as the Series 7 or Series 63, can meaningfully strengthen your application for roles that reach the sponsorship threshold.
How do I apply for Customer Support jobs at Kestra Financial?
You can find Kestra Financial's active Customer Support openings through their careers page or through Migrate Mate, which aggregates sponsorship-verified roles to help you focus your applications. When applying, tailor your resume to advisor-facing support experience and reference any financial services platform knowledge. Following up directly with Kestra's recruiting team after applying can also accelerate the process given the company's advisor-centric hiring cycle.
How long does the visa sponsorship process take at Kestra Financial for Customer Support roles?
For EB-2 or EB-3 Green Card sponsorship, plan for a multi-year process. PERM labor certification with the DOL typically takes 12 to 18 months. After DOL certification, USCIS processes the I-140 petition, and priority date backlogs for certain nationalities, particularly India, can extend the wait significantly. Confirming that Kestra will maintain your nonimmigrant work authorization throughout this period is a critical step before accepting an offer.
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